What to focus on after the U.S. midterms – Morgan Stanley

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[Artificial intelligence Business Trends. Graphs and charts. Business analytics and global networking. CPU with AI text] Vertigo3d/iStock via Getty Images Morgan Stanley analysts are urging investors to capitalize on recent market weakness in AI-related stocks, calling the selloff following the U.S. midterm elections “overdone” and recommending a selective “buy the drop” strategy. The investment bank sees multiple buying opportunities among AI enablers, infrastructure providers, and adopters, maintaining that recent market moves represent “an overreaction” rather than a fundamental derailing of the AI capital expenditure story, according to the firm. The analysts expect approximately 20% of U.S.